39 results found
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Task efficiency
Are there plans in the works to simplify the creation of Tasks? In order for me to create an anniversary task for the next 10 years it is 660 clicks per individual contact because there is not an option to change the year. PLEASE ask the powers that be to work on this :). Thank you?
1 vote -
Ability to Extend Task Deadlines Before they Expire
I would like the option to be able to extend Tasks to do before they expire or the ability to resurrect them from tasks that have "expired."
1 vote -
Allow Complete View of a Task after it's created
Please allow the entire task to be viewed after it's created. I am not able to see any details, such as notes if I double click it.
1 vote -
1 vote
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Organize tasks alphabetically not just by due date
I have 20-50 new tasks daily. Some are urgent tasks that need to be done an a particular day, others can easily wait till the next day. This will save time to prioritize.
1 vote -
Editing Tasks
Can we please click into the Activity that we've just added, so that we can make updates? Instead of having to add numerous activity to state what's been updated. Maybe add a time stamp with each submission.
1 vote -
Team Tasks in Task Manager
The ability to view tasks that are automatically assigned by team smartplans in the task manager page. Right now we can only view it through the contact card and defeats the purpose.
1 vote -
Tasks
In the team, have the ability to assign a task to an individual other than yourself.
1 vote -
Allow snooze follow up tasks for any length of time - remove the 6 week limit
Currently the system only allows me to snooze a task for about 6 weeks. I know I could cancel the task and reschedule but it would be more efficient to remove the snooze time restriction completely so I don't have to take additional steps.
1 vote -
Make tasks viewable several days out by default or give the option to view them this way by default
It is wasteful in terms of time and extra steps to have to hit a drop down carat to view tasks due further in advance than the current date. Agents should be able to, at a minimum, opt to see foreseeable due tasks by default in their task applet and on their home page to facilitate better time utilization, future planning, and forecasting. It adds extra time when additional steps must be taken to view these tasks, which can add up when you have to manually adjust every time you look at tasks in Command.
1 vote -
Recurring tasks
Allow for recurring tasks (research ToDoist for other ideas - awesome, fairly simple extension)
1 voteYou can now set up tasks to repeat on a daily, weekly, monthly, yearly or custom basis. Check out how here.
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Master Admin Account
Give rainmakers the ability to have a Master Admin Profile, to upload, assign, and view all team members accounts.
1 vote -
All Tasks In One Place
I would like to see all tasks on the same screen, not as separate Contact Tasks and Opportunity Tasks tabs.
1 vote -
View more than 10 tasks at a time.
I have to be able to view more than 10 tasks, at a time.
1 vote -
Assign tasks to team members
We would like to be able to assign tasks to team members and have that task show up in their task list, and receive a notification when the task has been completed.
1 vote -
Task Priority
In tasks. It would be great to have a way to set and sort by priority so that the most important tasks move to the top.
1 vote -
Add Sort Options on Task Home Page
Feature request! I'd like to be able to sort this screen by contacts and opportunities too! That would help big time!
1 vote -
Multiple Tasks Deletion
I would like the ability to delete ALL tasks at once. The system error created 470 tasks in my tasks view and I have to delete each one individually. I will never be able to delete this many tasks one by one. Please help!!
1 vote -
task assignment
Assign a task to another agent or admin
1 vote
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